Private Wealth Management Group’s IBM IBM Stock Holding History

Private Wealth Management Group’s Portfolio IBM Stock Details IBM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$367K	Sell
2025 Q2	$384K	Sell
2025 Q1	$324K	Sell
2024 Q4	$306K	Buy
2024 Q3	$181K	Buy
2024 Q2	$141K	Buy
2024 Q1	$124K	Sell
2023 Q4	$110K	Buy